商业航天奇点时刻！通用航空ETF（159231）大涨2%冲击三连阳

Group 1 - The commercial aerospace sector is experiencing strong momentum, with notable stock increases: Tianyin Electromechanical up nearly 13%, Aerospace Electronics up over 8%, Guanglian Aviation up over 7%, and China Satellite up over 6% [1][4] - The General Aviation ETF Huabao (159231) is seeing a price increase of 2.04%, marking a potential three-day rally and recovering all moving averages during intraday trading [1][4] - East Wu Securities highlights a pivotal moment for commercial aerospace, indicating the onset of a domestic reusable rocket era, which is expected to lead to a period of intensive breakthroughs [3][6] Group 2 - The report notes that the Long March 12, Long March 8A, and Long March 6 modified rockets, which are part of the "national team" for satellite launch tasks, are facing tight scheduling due to other national space missions, resulting in slower than expected launch progress [3][6] - A new batch of commercial rockets, including Zhuque 3, Tianlong 3, and others, is set to debut by the end of 2025, with the potential for reusability to accelerate the deployment of domestic low-orbit satellite constellations [3][6] - The General Aviation ETF Huabao and its linked funds cover 50 constituent stocks, with over 46% from state-owned enterprises and over 20% from the top ten military industrial groups, focusing on key areas such as low-altitude economy, large aircraft, military-civilian integration, and commercial aerospace [3][6]